View the below list of our 15-minute targeted learning webinars. These webinars each address a specific process or need within Apricot and aim to equip you with the knowledge to effectively complete these tasks in your software.
To view available recordings of these webinars or sign up for upcoming live webinars, visit our Training page on the Bonterra website.
Title | Course Description | Audience | Duration |
Replacing Fields in Forms | Review how to replace existing fields when re-designing your forms. | Apricot Administrators | 15 min |
Building Reports to Pull Record IDs for Import | Learn how to build a report that identifies Record IDs for a smooth and accurate data import. | Apricot Administrators | 15 min |
Importing Data into New Fields | Learn how to import data from an original field to a new field within your form. | Apricot Administrators | 15 min |
Best Practices when Replacing Fields in Forms | Review best practices and considerations when moving data to a new field in your form. | Apricot Administrators | 15 min |
Searching For Records and Record Access | Learn tips and tricks for effectively searching records and troubleshooting record access. | All Users | 15 min |
Using Limits in Reporting | Covers adding limits to your reports with relevant use cases. | Apricot Administrators | 15 min |
Adding Filters to Limits | Walks through adding filters to the limits within your reports to refine results. | Apricot Administrators | 15 min |
Using Aliases in Reporting | Reviews aliases and how to meaningfully use them in reporting. | Apricot Administrators | 15 min |
Adding Filters to Aliases | Understand how filters work with aliases in your reports. | Apricot Administrators | 15 min |
Building Your Intake Form | Learn to utilize Intake Forms to encourage seamless self-referrals to your agency. | Apricot Administrators | 15 min |
Building Reports to Locate Intake Records | Learn to build a report that identifies new records created through your Intake form. | Apricot Administrators | 15 min |